Add eligible plan members. End users can track individuals who are eligible to participate in a group pension plan in the Eligible Members view tab. For more information, see To add eligible plan members.

Create service requests to track plan administration. End users can use the Service Requests view tab to track general plan administration activities, which includes account value inquiries, changes in participant contributions, and updates to participant contact information. Users can also use this view to track changes to the features and benefits of a specific plan. For more information, see To create a service request associated with a group pension plan.